A career as a Director, Fiduciary Services on the Fiduciary and Philanthropic Services team at National Bank means acting as a strategic partner to our affluent clients. Build and maintain trusted relationships with clients by delivering service aligned with fiduciary industry standards. Drive business development activities with targeted sectors such as Private Banking 1859, National Bank Financial, and the Personal Banking Network.

Deliver presentations and training sessions to internal partners to support asset retention initiatives. Actively contribute to continuous improvement initiatives, including the digital transformation of business processes.

Within National Bank

Trust, you will report to the Vice President, Fiduciary and Philanthropic Services and manage a team of two highly experienced industry specialists. You will contribute to the sector’s mission of providing fiduciary services to individuals and specialized advisory services to affluent clients. We strive to offer maximum flexibility to support your quality of life through a hybrid work environment and a flexible schedule.

National

Bank is committed to continuous development and internal mobility. Our personalized learning programs, based on experiential learning, help you deepen your expertise and expand your career opportunities. You will have ongoing access to resources such as the Data Academy,



language training, the Harvard Learning Center, as well as coaching and mentoring programs.

Bachelor’s degree in a related field and a minimum of five years of relevant experience. Professional designation such as Notary, Tax Specialist, or Financial Planner. Significant experience in client service and in an advisory or subject matter expert role.

Availability to travel occasionally based on client needs. Strong organizational and priority management skills. Knowledge of or experience in estate settlement or trust administration (an asset). Knowledge of investments or financial planning (an asset).

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of versatile benefits to help promote your wellbeing and that of your family such as: Flexible group insurance Generous pension plan Employee and family assistance program Involvement in community initiatives Telemedicine service Virtual sleep clinic Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.

📌 Services Management Coordinator (Montreal)
🏢 National Bank
📍 Montreal